Morgan Stanley analyst Tejas Savant maintains $Avantor (AVTR.US)$ with a buy rating, and maintains the target price at $27.
According to TipRanks data, the analyst has a success rate of 35.8% and a total average return of -6.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Avantor (AVTR.US)$'s main analysts recently are as follows:
Avantor experienced a balanced quarter where the return to growth in Life Science Solutions and Bioprocessing recovery was counterbalanced by a softening in the U.S. semiconductor segment, according to an analyst's post-earnings commentary.
The firm expressed satisfaction with Avantor's robust free cash flow generation in the third quarter and the progressive recovery in bioprocessing and equipment & instrumentation revenue, which surpassed anticipations. Despite the absence of management guidance for 2025, a gradual and consistent enhancement throughout the fiscal year is anticipated.
A decline in the semiconductor sector is overshadowing what is otherwise considered a 'solid' revenue performance, while the primary concern lies with the EBITDA margin miss, casting doubt on the prospect of achieving a 20% EBITDA margin by 2025. Although close to this target is deemed achievable, it is anticipated that this will necessitate assistance from both product mix and additional cost reductions.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Tejas Savant維持$Avantor (AVTR.US)$買入評級，維持目標價27美元。
根據TipRanks數據顯示，該分析師近一年總勝率為35.8%，總平均回報率為-6.9%。
此外，綜合報道，$Avantor (AVTR.US)$近期主要分析師觀點如下：
avantor在第三季度經歷了一個平衡的季度，其中生命科學解決方案和生物加工的增長回歸被美國半導體板塊的疲軟所抵消，根據一位分析師的業績評論。
公司對avantor在第三季度強勁的自由現金流產生和生物加工以及設備與儀器營業收入的逐步復甦表達滿意，這超出了預期。儘管沒有提供2025年的管理指導，但預計財政年度內將逐步穩步增強。
半導體板塊的下滑掩蓋了除營業收入表現良好外的情況，而主要關注點在於EBITDA利潤率的偏差，這對於達到2025年的20%的EBITDA利潤率前景產生了懷疑。儘管認爲接近這一目標是可以實現的，但預計這將需要來自產品組合和額外成本削減的支持。
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